Q2 2026 13F · SEC CIK 1080382

Eubel Brady & Suttman Asset Management Inc

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $786.3M
Reported positions: 107
Top holdings a year, 3 yrs: +15.4%
Assets under management: $2.1B

Eubel Brady & Suttman Asset Management Inc is a wealth manager that reported 107 positions worth $786.3M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Brookfield Corp (BN, 5.0%), Berkshire Hathaway Inc Del (BRK-B, 4.8%), Paypal Hldgs Inc (PYPL, 4.1%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Eubel Brady & Suttman Asset Management Inc holdings largest 50 of 107 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Eubel Brady & Suttman Asset Management Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BNBrookfield Corp	5.0%	4.8%	927,451	-1.5%	$39.5M
BRK-BBerkshire Hathaway Inc Del	4.8%	4.6%	75,887	-0.7%	$38.0M
PYPLPaypal Hldgs Inc	4.1%	4.4%	752,956	-2.2%	$32.5M
IFFInternational Flavors&fragra	4.0%	3.6%	394,776	+0.1%	$31.3M
ETSYEtsy Inc	4.0%	2.7%	414,900	-1.2%	$31.3M
CMCSAComcast Corp New	3.9%	4.5%	1,259,515	+0.8%	$30.9M
CROXCrocs Inc	3.5%	2.5%	225,646	-3.5%	$27.2M
POOLPool Corp	3.4%	2.7%	122,722	+15.6%	$26.4M
DISDisney Walt Co	3.4%	3.4%	273,643	-1.0%	$26.3M
MDTMedtronic PLC	3.3%	3.6%	335,820	+1.6%	$26.3M
BF-BBrown-Forman B	3.3%	3.3%	970,867	-0.7%	$25.9M
ZBHZimmer Hldgs Inc	3.3%	3.4%	297,344	-0.9%	$25.6M
GNTXGentex Corp	3.3%	2.8%	1,012,719	-1.4%	$25.6M
IQVIqvia Holdings Inc	3.3%	1.6%	132,319	+74.7%	$25.6M
MSFTMicrosoft Corp	3.0%	3.0%	63,428	-0.8%	$23.7M
CNHICnh Indl N V	2.9%	2.8%	2,012,702	-0.2%	$22.6M
GTXGarrett Motion Inc	2.7%	2.6%	590,802	-48.5%	$21.4M
LLoews Corp	2.6%	2.5%	183,253	-0.7%	$20.7M
KMXCarMax Inc.	2.6%	2.4%	386,294	-13.6%	$20.4M
PIIPolaris Inc	2.5%	2.4%	284,485	-18.6%	$19.5M
SLBSlb Limited	2.3%	3.0%	396,634	-14.6%	$18.4M
GOOGLAlphabet Inc	2.3%	1.9%	51,493	-1.2%	$18.4M
VNTVontier	2.3%	2.2%	632,962	+31.6%	$18.4M
WFCWells Fargo Co New	2.1%	2.0%	197,704	+0.4%	$16.3M
INTUIntuit	2.1%	3.4%	62,334	+0.8%	$16.3M
NEUNewmarket Corp	2.0%	1.7%	20,124	-1.4%	$15.9M
CNXCnx Res Corp	1.8%	2.0%	406,570	-0.5%	$13.8M
MKTXMarketaxess Hldgs Inc	1.6%	2.3%	114,292	+2.5%	$13.0M
LMTLockheed Martin Corp Com	1.6%	1.9%	25,419	+0.8%	$12.9M
FISVFiserv Inc	1.5%	1.7%	238,684	-0.0%	$11.7M
CNRCore Natural Resources Inc	1.5%	1.9%	145,158	-1.0%	$11.6M
NRPNatural Resource Partners LP	1.4%	1.8%	117,500	+0.0%	$11.4M
IGSBIshares 1-3 Yr Credit Bond ETF	0.8%	0.8%	123,703	-0.4%	$6.5M
MOATVaneck ETF Trust	0.8%	0.7%	61,068	+3.9%	$6.3M
PRKPark Natl Corp	0.5%	0.5%	23,123	+0.6%	$4.2M
LLYLilly Eli & Co	0.4%	—	2,616	—	$3.1M
SMOTVaneck ETF Trust	0.4%	0.4%	79,886	-1.9%	$3.1M
SFBSServisfirst Bancshares Inc	0.4%	0.3%	32,950	+0.0%	$2.9M
AAPLApple Inc	0.3%	0.3%	8,160	+1.1%	$2.4M
JNJJohnson & Johnson	0.3%	0.2%	7,884	+7.6%	$2.0M
VSNTVVersant Media Group Inc	0.2%	0.2%	42,834	-0.9%	$1.5M
AMGNAmgen Inc Com	0.2%	0.2%	3,709	-0.0%	$1.3M
NVDANvidia Corporation Com	0.2%	0.1%	6,615	-1.7%	$1.3M
CVXChevron Corp New	0.2%	0.2%	7,221	-0.7%	$1.2M
XOMExxon Mobil Corp	0.2%	0.2%	8,685	-0.2%	$1.2M
MRKMerck & Co. Inc	0.1%	0.1%	8,638	+0.0%	$1.1M
CATCaterpillar Inc Com	0.1%	—	1,035	—	$1.1M
JPMJpmorgan Chase & Co	0.1%	0.1%	3,282	+0.0%	$1.1M
PGProcter & Gamble Co Com	0.1%	0.1%	7,169	+0.0%	$1.1M
AVGOBroadcom Inc	0.1%	—	2,601	—	$983K

What Eubel Brady & Suttman Asset Management Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IQV Iqvia Holdings Inc+74.7% shares
VNT Vontier+31.6% shares
POOL Pool Corp+15.6% shares
JNJ Johnson & Johnson+7.6% shares

Reduced

GTX Garrett Motion Inc-48.5% shares
PII Polaris Inc-18.6% shares
SLB Slb Limited-14.6% shares
KMX CarMax Inc.-13.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.6% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$786.3M	107
Q1 2026	$788.9M	102
Q4 2025	$826.1M	99
Q3 2025	$803.7M	96
Q2 2025	$728.8M	83
Q1 2025	$698.3M	77
Q4 2024	$699.7M	76
Q3 2024	$701.7M	73
Q2 2024	$622.5M	76
Q1 2024	$717.7M	75
Q4 2023	$675.6M	71
Q3 2023	$608.9M	70

Questions about Eubel Brady & Suttman Asset Management Inc's portfolio

What stocks does Eubel Brady & Suttman Asset Management Inc own?

Eubel Brady & Suttman Asset Management Inc's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 107 positions worth $786.3M. The largest are Brookfield Corp (BN) at 5.0%, Berkshire Hathaway Inc Del (BRK-B) at 4.8%, Paypal Hldgs Inc (PYPL) at 4.1%, International Flavors&fragra (IFF) at 4.0% and Etsy Inc (ETSY) at 4.0%.

What did Eubel Brady & Suttman Asset Management Inc buy last quarter?

In Q2 2026, Eubel Brady & Suttman Asset Management Inc added Iqvia Holdings Inc (IQV) (+74.7% shares), Vontier (VNT) (+31.6% shares) and Pool Corp (POOL) (+15.6% shares), compared with its Q1 2026 filing.

What did Eubel Brady & Suttman Asset Management Inc sell last quarter?

In Q2 2026, Eubel Brady & Suttman Asset Management Inc cut from its top 50 Kenvue Inc. (KVUE), cut from its top 50 Hershey Co. (HSY), cut from its top 50 Adobe Inc (ADBE), Garrett Motion Inc (GTX) (-48.5% shares), Polaris Inc (PII) (-18.6% shares) and Slb Limited (SLB) (-14.6% shares), compared with its Q1 2026 filing.

How has Eubel Brady & Suttman Asset Management Inc's portfolio performed?

A portfolio copying Eubel Brady & Suttman Asset Management Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.6% against +20.1%. Over 5 years: +9.2% a year against +11.6%.

When is Eubel Brady & Suttman Asset Management Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Eubel Brady & Suttman Asset Management Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Eubel Brady & Suttman Asset Management Inc manage?

Eubel Brady & Suttman Asset Management Inc reported $2.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $786.3M.